.svg)
Designing for Impact: How to Operationalize AI at the Front Door of Legal
Join Checkbox and Harbor to see how legal teams use AI at the front door to capture, triage and route work. Learn how to improve speed, visibility and control with real workflow examples.
Register to access the webinar
Register to save your spot at the webinar
.jpg)
May 20, 2026 @ 2 pm ET
AI in legal has come a long way from redlines and reviews. Today, the real transformation is happening at the front door where legal work begins.
On May 20, 2026, at 2:00 pm ET, join Joshua Moore, Director of Sales Engineering at Checkbox, and Tarryn Puzsar, Director, Business Process Automation, Harbor, for an insightful conversation on how AI and workflow automation are reshaping the way legal teams manage intake, triage, and scale service delivery.
Tarryn will share findings from Harbor’s 2025 Law Department Survey on how top-performing teams are using AI to orchestrate (not just review) legal work. The session will also explore real-world workflow examples, including outside counsel guidelines, retention policies, and conflict-of-interest workflows, demonstrating how legal teams can apply AI in practical, high-impact ways at the front door of legal.
Attendees will learn how legal teams:
- Move AI upstream to triage, route, and initiate workflows without human effort
- Shift from static forms to conversational, intelligent intake
- Empower the business with self-service while keeping legal in control
- Operationalize AI in workflows
- Build an intake layer that drives speed, visibility, and trust across the organization
This session is for legal ops leaders and GCs ready to move beyond theory and start designing for impact.
Joshua Moore
Joshua Moore is Director of Sales Engineering at Checkbox, leading technical solution strategy and helping in-house legal teams modernize their workflows. With deep expertise across SaaS, legal operations, and customer success, he partners with enterprise clients to translate complex requirements into scalable no-code solutions that drive faster, more efficient legal service delivery.
Tarryn Puzsa
Tarryn Puzsar is a Director of Business Process Automation at Harbor Global and a recognized leader in workflow-driven transformation for legal operations.
With over a decade of experience, she specializes in designing technology-enabled processes that connect people, data, and systems to drive meaningful operational change. Tarryn has led automation and workflow initiatives for Fortune 500 organizations, bringing a practical, execution-focused lens to digital transformation.
She is known for helping teams get the fundamentals right—aligning process, data, and workflows—before attempting to scale automation or AI. By guiding organizations through this progression, she enables more effective, sustainable adoption of emerging technologies.
Known for her strategic mindset and collaborative approach, Tarryn partners with legal teams to improve efficiency, increase visibility, and build integrated, future-ready operations that deliver measurable business impact.